Maggart & Associates

What Maggart & Associates does

Maggart & Associates, P.C. is a Nashville, Tennessee-based Certified Public Accounting and advisory firm founded in 1978, providing a full spectrum of professional services to individuals and middle-market businesses. Its core offerings are organized into five practice areas: Assurance & Attestation Services, Tax Compliance & Advisory Services, Consulting & Advisory Services, Valuation, Forensic & Litigation Services, and Outsourced Accounting. The firm serves 12+ industry verticals including Financial Services, Not-For-Profit, Construction, Real Estate, Entertainment, Restaurants, Technology, Employee Benefit Plans, Franchises, Manufacturing, Agribusiness, and Healthcare, with dedicated industry-specialized teams aligning audit, tax, valuation, and consulting expertise to each vertical.

The firm's underlying technology is conventional for a regional CPA: a secure Citrix ShareFile client portal (maggartpc.sharefile.com) handles document exchange with clients, and the firm website hosts a content library of financial guides, tax tips, annual tax rate reference pages (2021–2024), tax due dates, state and federal tax form links, and an accounting glossary. There is no disclosed developer API, proprietary platform, or AI/ML tooling. The firm is a Tennessee-domiciled Professional Corporation (P.C.) and has historically operated from a single Nashville office at 1201 Demonbreun St. #1220.

Maggart's business model is engagement-based professional services: pricing is custom-quoted by service line and scope, with multi-year client relationships typical of the regional CPA model. Revenue is generated from recurring tax compliance work, audit and attestation engagements, project-based advisory and valuation/forensic mandates, and recurring outsourced accounting managed services. The firm's website copyright is dated 2026, and the firm has announced it has combined with RubinBrown LLP, the nation's 36th largest accounting and business consulting firm; Careers and Contact links now route to RubinBrown.com, indicating Maggart has been absorbed into the larger national platform.

Name

Maggart & Associates

Legal name

Maggart & Associates, P.C.

Website

https://maggartpc.com

Company type

Private

Founded year

1978

Operating status

Acquired

Headcount range

11–50 employees

Short description

Maggart & Associates, P.C. is a Nashville, Tennessee-based CPA and advisory firm (founded 1978) providing assurance, tax, advisory, valuation/forensic, and outsourced accounting services to middle-market clients across 12+ industry verticals. The firm has combined with RubinBrown LLP.

Ownership category

akta.pro rank

Product category

Accounting & Advisory Services

NAICS

Offices of Certified Public Accountants (541211), Other Accounting Services (541219)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Accounting & Bookkeeping Services (BPAHABAC)

akta.pro secondary industry

M&A Advisory (Buy-side/Sell-side) (BPAHADAC)

Keywords

• Audit and assurance services
• Tax compliance advisory
• Business valuation services
• Outsourced accounting services
• Forensic accounting services

Headquarters

HQ city

Nashville

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Assurance & Attestation Services: Audit and attestation engagements for clients across multiple industry verticals; engagement-based professional services revenue.
2. Tax Compliance & Advisory: Tax preparation, compliance, planning, and advisory services for individuals and business clients; recurring and seasonal professional services revenue.
3. Consulting & Advisory: Management and business consulting engagements, typically project-based professional services revenue.
4. Valuation, Forensic & Litigation Support: Business valuation, forensic accounting, and litigation support services; project/engagement-based professional services revenue.
5. Outsourced Accounting: Recurring/managed outsourced accounting and bookkeeping services delivered to clients as a managed service.

Pricing tiers

Go-to-market motion2 records

Core offering

Maggart & Associates, P.C. is a Tennessee-based Certified Public Accountants and Advisors firm delivering five core professional service lines: Assurance & Attestation, Tax Compliance & Advisory, Consulting & Advisory, Valuation/Forensic & Litigation Support, and Outsourced Accounting. The firm serves clients across 12+ industry verticals including Financial Services, Not-For-Profit, Construction, Real Estate, Entertainment, Healthcare, Manufacturing, and Technology, using industry-specialized practice teams and a ShareFile-powered client portal for secure document exchange.

Product overview

Maggart & Associates, P.C. operates as a single, unified professional services firm (now combined with RubinBrown LLP) rather than a multi-product SaaS platform. Its offering is organized as practice-area service lines (Assurance & Attestation Services, Consulting & Advisory Services, Tax Compliance & Advisory Services, Valuation, Forensic & Litigation Services, and Outsourced Accounting) supported by a set of public client resources: Financial Guides, Tax Tips, Tax Rates (2021–2024 editions), Tax Due Dates, Tax Forms, an Accounting Financial Glossary, and a secure Client Portal (powered by ShareFile) for document exchange. The site is industry-segmented (Financial Services, Not-For-Profit, Construction, Real Estate, Entertainment, Restaurants, Technology, Employee Benefit Plans, Franchises, Manufacturing, Agribusiness, Healthcare) and contact/portal entry points are routed through rubinbrown.com following the combination.

Differentiator

Problem solved

Functional benefit

Products and services

• Assurance & Attestation Services Audit and attestation engagements delivered as one of the firm's core practice areas, supporting client financial statement and compliance reporting needs across industry verticals.
• Consulting & Advisory Services Management consulting and advisory engagements offered to clients of the firm across its served industries, addressing operational, financial, and strategic matters.
• Tax Compliance & Advisory Services Federal, state, and local tax compliance preparation along with tax planning and advisory support for individuals and businesses.
• Valuation, Forensic & Litigation Services Business valuation, forensic accounting, and litigation-support engagements, typically for legal, transactional, or dispute contexts.
• Outsourced Accounting Outsourced bookkeeping and accounting services provided to clients needing external finance-function support, delivered as a managed service.

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Feature2 records

Scale indicators4 records

Expansion highlights3 records

Direct peers

• Horne LLP: Regional CPA and advisory firm with industry-focused practices (healthcare, construction, real estate, government) closely mirroring Maggart's vertical segmentation and engagement-based service model.
• Crosslin & Associates, P.C. Nashville-based full-service CPA firm serving middle-market and closely-held businesses. Direct local competitor offering tax, audit, and advisory services to overlapping Tennessee client verticals.
• LBMC: Nashville-headquartered full-service CPA and business advisory firm with similar industry verticals (healthcare, manufacturing, technology). Directly comparable regional CPA competitor operating in Maggart's home market.
• RubinBrown LLP: Top-40 U.S. accounting and business consulting firm that has combined with Maggart & Associates. Directly comparable multi-service CPA/advisory offering (assurance, tax, advisory, consulting) and now the surviving platform for Maggart's Nashville practice.
• Frazier & Deeter: National CPA and advisory firm with strong middle-market focus across tax, audit, advisory and outsourced accounting services. Comparable in service mix, size profile, and multi-vertical industry specialization.

Broad incumbents

• FORVIS: Top-10 U.S. accounting firm formed from BKD and Dixon Hughes Goodman, serving middle-market clients across tax, audit, and advisory. Comparable service lines and industry verticals, but at substantially greater national scale.
• BDO USA: Top-tier global accounting network's U.S. member firm providing assurance, tax, advisory, and consulting to middle-market and large clients. Comparable in service mix but operates at far greater scale and geographic reach than Maggart.
• RSM US: Top-5 U.S. accounting firm focused on the middle market with assurance, tax, and consulting services. Directly overlapping target client base and service offering, though at materially greater national scale.
• Crowe LLP: Top-10 U.S. public accounting and consulting firm serving middle-market clients in financial services, healthcare, manufacturing, and government — verticals that overlap with Maggart's industry specialization.
• Cherry Bekaert: Top-25 U.S. accounting and advisory firm offering tax, assurance, advisory, and digital transformation services to middle-market clients. Comparable in scope but materially larger and more nationally distributed than Maggart.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Maggart & Associates